Job Description
Senior Financial Services Administrator\n\n📍 Location:Nottingham Hybrid (3+ days in the office)\n\n 💰 Salary: £28,500 - £32,000 (dependent on experience & qualifications)\n\n 📅 Start Date: ASAP\n\nAre you an experienced Financial Services Administrator looking for a new challenge in a dynamic and professional environment? We’re looking for a Senior Administrator to join our growing team and provide high-level support to Financial Planners. If you thrive in a fast-paced setting and have a strong background in processing investments, ISAs, VCTs, Trusts, and pension transfers, this could be the perfect opportunity for you!\n\nWhat You’ll Be Doing\n\n✔ Supporting Financial Planners with research, valuations, and processing of new business\n\n ✔ Managing client administration including trust work, death benefits, ISAs, IHT, VCT & EIS products\n\n ✔ Preparing client meeting materials such as agendas, suitability reports, and review letters\n\n ✔ Liaising with clients and providers as a key point of contact\n\n ✔ Maintaining compliance with FCA regulations, including Consumer Duty\n\n ✔ Working with industry-leading software such as Iress Xplan and AWS Morningstar\n\nWhat We’re Looking For\n\n✅ Minimum 3-4 years experience in financial services administration\n\n✅ Strong knowledge of investments, trusts, and pensions\n\n✅ Excellent organisational skills and ability to multi-task\n\n✅ Proficiency in IT & software tools (Xplan, Morningstar, MS Office)\n\n✅ Professional, proactive, and detail-oriented approach\n\nWhat We Offer\n\n💷 Salary: Up to £32,000 (DOE & qualifications)\n\n⏰ Flexible working: 35-hour week, early Friday finish (4 PM), hybrid working options\n\n🎓 Career development: Exams & study materials funded after probation\n\n🏖 Holidays: 25 days + Bank Holidays (increasing to 30 with service)\n\n📜 Benefits: Workplace pension, Death in Service (2x salary), Employee Assistance Programme (EAP)\n\n🎯 Annual discretionary bonus (after one year of service)\n\n🚫 Please note: This is a senior administration role with no progression into paraplanning or advisory positions.\n\n📩 Ready to apply?
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